GOCP
Great Oak Capital Partners’s Eversource Energy ES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.4M | Buy |
21,246
+3,896
| +22% | +$256K | 0.4% | 17 |
|
|
2025
Q1 | $969K | Hold |
17,350
| – | – | 0.32% | 19 |
|
|
2024
Q4 | $969K | Buy |
17,350
+40
| +0.2% | +$2.23K | 0.32% | 19 |
|
|
2024
Q3 | $1.13M | Buy |
17,310
+33
| +0.2% | +$2.16K | 0.39% | 17 |
|
|
2024
Q2 | $1.12M | Buy |
+17,277
| New | +$1.12M | 0.42% | 18 |
|
|
2024
Q1 | – | Sell |
-16,970
| Closed | -$1.05M | – | 30 |
|
|
2023
Q4 | $1.05M | Buy |
+16,970
| New | +$1.05M | 0.56% | 17 |
|